Position in FORM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,570,992
+$1,118,731 QoQ
Shares Held
9,823
-9.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#216
of 509 holders
Holding Since
Jun 2022
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FORM Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026New York Life Investment Management LLC holds $264,740,563 across 8 Semiconductor Equipment & Materials names. FORM ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
130,731 | $94,518,513 | |
| 2 | LRCX |
Lam Research Corp
|
205,583 | $89,085,281 | |
| 3 | KLAC |
Kla Corp
|
196,164 | $59,184,640 | |
| 4 | TER |
Teradyne, Inc
|
23,293 | $11,270,085 | |
| 5 | Q |
Qnity Electronics, Inc.
|
31,267 | $5,106,213 | |
| 6 | ONTO |
Onto Innovation Inc.
|
6,732 | $2,547,725 | |
| 7 | FORM |
Formfactor Inc
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|
9,823 | $1,570,992 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
16,898 | $1,457,114 |
All Filings in FORM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,570,992 | 9,823 | Shares | Sole | 2026-08-10 | |
| 2023-12-31 | $452,261 | 10,843 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $389,965 | 11,161 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $442,806 | 12,940 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $498,388 | 15,648 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $299,971 | 13,494 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $299,948 | 11,974 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $429,709 | 11,095 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||